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Dominion Energy
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Overview Fund Activity

1,277 hedge funds and large institutions have $31B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 525 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,277
Holders Change
-41
Holders Change %
-3.11%
% of All Funds
20.14%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
525
Closed
120
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$179M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$146M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$117M
4
Citadel Advisors
Citadel Advisors
Florida
+$114M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$112M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$109M
3
ECP
Electron Capital Partners
New York
-$87.5M
4
VanEck Associates
VanEck Associates
New York
-$79M
5
Deutsche Bank
Deutsche Bank
Germany
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAM
876
Legacy Wealth Asset Management
Minnesota
$317K +$6.32K +122 +2%
CWM
877
Congress Wealth Management
Massachusetts
$315K +$8.39K +162 +3%
AL
878
Aspiriant LLC
California
$315K – – –
CT
879
Chicago Trust
Illinois
$314K – – –
RCAG
880
Rehmann Capital Advisory Group
Michigan
$313K -$20.1K -389 -6%
API
881
Advisor Partners II
California
$312K -$117K -2,252 -27%
O
882
Ossiam
France
$312K +$194K +3,753 +165%
DMBA
883
Deseret Mutual Benefit Administrators
Utah
$311K -$74.3K -1,435 -19%
PTC
884
Private Trust Company
Ohio
$311K +$8.08K +156 +3%
AMBIA
885
Allen Mooney & Barnes Investment Advisors
Georgia
$310K +$81.6K +1,575 +36%
MIM
886
Morningstar Investment Management
Illinois
$309K – – –
SS
887
Sunbelt Securities
Texas
$309K -$18.8K -363 -6%
Members Trust
888
Members Trust
Florida
$308K +$308K +5,953 New
EF
889
Empowered Funds
Pennsylvania
$307K +$63.3K +1,222 +26%
EST
890
EA Series Trust
Pennsylvania
$307K +$307K +5,934 New
KFC
891
Klingenstein Fields & Co
New York
$307K -$2.85K -55 -0.9%
PTC
892
Philadelphia Trust Company
Pennsylvania
$306K -$15K -290 -5%
HI
893
Horizon Investments
North Carolina
$305K +$53.9K +1,040 +21%
CDH
894
Charles D. Hyman
$304K -$40.1K -774 -12%
ACI
895
Alpha Cubed Investments
California
$302K – – –
CAM
896
Campion Asset Management
Virginia
$302K +$28.5K +550 +10%
BWFA
897
Baltimore-Washington Financial Advisors
Maryland
$300K +$2.54K +49 +0.9%
SIM
898
Sentry Investment Management
Wisconsin
$300K +$300K +5,800 New
BWM
899
Birchcreek Wealth Management
Ohio
$298K – – –
HAG
900
HF Advisory Group
Maryland
$296K +$24.1K +466 +9%
34 35
36
37 38